Send Project Invitation to ClientLink/TeamLink Users

OBJECTIVE

To send a new Project Invitation to your ClientLink or TeamLink contacts

BACKGROUND

Connecting clients and team members to your project is essential for successful communication throughout the construction process. When a project's status is set to Live in ConstructionOnline, project invitation emails are automatically sent to the ClientLink and TeamLink users associated with the project. If a new copy of the email invitation is needed, simply follow the steps below!

THINGS TO CONSIDER

  • Only Live Projects send out email notifications, Pending Projects do not.

STEPS TO SEND PROJECT INVITATION TO CLIENTLINK/TEAMLINK USER

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Team tab
  3. Right-click on the ClientLink/TeamLink user
  4. Click Contact Details 
    1. This will open the Contact Details window
  5. Choose the Projects tab
  6. Check the Send Invite box or click the refresh icon next to the previous sent date
  7. Click Save 

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